Bay Area Rapid Transit: Retirement Plans

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The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day's meeting so that they may be added to the agenda).

Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions

Meetings of the BART Investment Plans Committee
2024 Meeting Dates Fund Manager Agenda Minutes
January 24, 2024 Strategic Planning View Agenda View Minutes
February 28, 2024 Galliard Capital Management View Agenda View Minutes
March 27, 2024 SSgA View Agenda View Minutes
April 24, 2024 Harding Loevner View Agenda View Minutes
May 22, 2024 Templeton View Agenda View Minutes
June 26, 2024 DoubleLine
July 24, 2024 William Blair
August 28, 2024 JP Morgan Chase
September 25, 2024 Westwood
October 23, 2024 Dodge & Cox
November 20, 2024 T. Rowe Price
December 12, 2024 Open

Contact Your Representative

Ryan Bertrand
Retirement Plans Specialist
(202) 759-7187
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz
Retirement Plans Specialist
(202) 759-7126
Bilingual (English & Spanish)